TSM Tshuag: Taiwan Semiconductor Beats Q4 Targets

Taiwan Semiconductor Manufacturing (TSM), lub ntiaj teb loj tshaj plaws chip foundry, rau hnub Thursday tuav cov kws tshuaj ntsuam kwv yees rau lub quarter thib plaub. TSM Tshuag tau nce siab dua hauv kev lag luam thaum ntxov.

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Taiwan Semi khwv tau $ 1.15 ib feem ntawm Teb Chaws Asmeskas nyob rau lub Kaum Ob Hlis lub quarter, nce 19% ntawm lub xyoo dhau los. Cov kws tshuaj ntsuam xav tau nyiaj tau los ntawm $ 1.12 ib feem, raws li FactSet. Lub tuam txhab kev muag khoom tau nce 24% mus rau $ 15.74 billion, tseem muaj kev pom zoo.

Rau lub quarter tam sim no, Taiwan Semi cia siab tias yuav tsim cov nyiaj tau los ntawm $ 16.6 billion rau $ 17.2 billion. Qhov nruab nrab ntawm $ 16.9 billion topped qhov kev pom zoo kwv yees ntawm $ 15.7 billion.

Hauv kev ua lag luam ua ntej ntawm kev lag luam Tshuag hnub no, TSM Tshuag tau dhia 4%, ze 137.50. Tshaj li 48 lub lis piam dhau los, TSM Tshuag tau tsim lub khob-nrog-kuav taw tes nrog qhov yuav khoom ntawm 135.60, raws li IBD MarketSmith kab kos. Daim ntawv qhia MarketSmith txhua lub lim tiam qhia txog qhov yuav khoom thib ob ntawm 142.29 hauv lub hauv paus saucer.

Kev muag khoom los ntawm Kev Lag Luam-Leading Chips

Taiwan Semi ua chips rau fabless semiconductor tuam txhab xws li Kua (PAB), AMD (AMD), Cov Nvidia (NVDA) thiab Qualcomm (QCOM).

"Peb lub quarter thib plaub kev lag luam tau txais kev txhawb nqa los ntawm kev thov muaj zog rau peb cov kev lag luam-ua 5-nanometer thev naus laus zis," Tus Thawj Saib Xyuas Nyiaj Txiag Wendell Huang tau hais hauv xov xwm tshaj tawm. "Txoj kev mus rau thawj peb lub hlis twg xyoo 2022, peb cia siab tias peb txoj kev lag luam yuav tau txais kev txhawb nqa los ntawm HPC (kev ua tau zoo hauv kev suav) ntsig txog kev xav tau, txuas ntxiv rov qab nyob rau hauv ntu tsheb, thiab lub caij nyoog ntawm lub xov tooj me me dua li xyoo tas los no."

Hauv lub quarter thib plaub, kev xa khoom ntawm 5-nanometer chips suav txog 23% ntawm tag nrho cov nyiaj tau los ntawm wafer. Lub caij no, 7-nanometer chips suav txog 27% ntawm cov nyiaj tau los ntawm wafer. Circuit widths ntawm chips yog ntsuas nyob rau hauv nanometers, uas yog ib-billionth ntawm ib 'meter'.

Smartphone chips suav txog 44% ntawm Taiwan Semi cov nyiaj tau los hauv lub Kaum Ob Hlis. Kev ua tau zoo ntawm cov chips suav nrog 37% ntawm cov nyiaj tau los hauv lub sijhawm.

TSM Tshuag Nyob rau hauv Highly Rated Industry Group

TSM Tshuag qeb thib yim ntawm 40 cov khoom lag luam hauv IBD's semiconductor manufacturing kev lag luam pawg. Nws muaj IBD Composite Rating ntawm 97 tawm ntawm 99, raws li IBD Stock Checkup. Composite Rating tau qhab nia cov khoom lag luam qhov kev loj hlob tseem ceeb tiv thaiv tag nrho lwm cov khoom lag luam tsis hais txog pawg kev lag luam.

Pab pawg chipmaking nyob qib 12 ntawm 197 pawg kev lag luam uas IBD taug qab. Xaiv cov khoom lag luam muaj txiaj ntsig zoo los ntawm cov thawj coj hauv kev lag luam hauv kev lees paub cov khoom lag luam nce siab feem ntau ua rau koj muaj feem yuav tau txais txiaj ntsig hauv cov khoom lag luam loj hlob.

Ua raws li Patrick Seitz ntawm Twitter ntawm @IBD_PSeitz rau cov dab neeg ntxiv ntawm cov neeg siv khoom thev naus laus zis, software thiab cov khoom lag luam semiconductor.

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